HFS
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Howard Financial Services’s Southern Copper SCCO Stock Holding History

Howard Financial Services’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Buy
1,587
+57
+4% +$10.4K 0.03% 200
2026
Q1 		$261K Buy
+1,530
New +$280K 0.03% 188
2024
Q4 		– Sell
-1,865
Closed -$203K – 193
2024
Q3 		$203K Buy
+1,865
New +$184K 0.03% 161

Other funds holding SCCO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Howard Financial Services's SCCO Position: Q2 2026 in Review

Howard Financial Services increased its Southern Copper (SCCO) stake by 3.7% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,587 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #200.

Howard Financial Services first reported a position in SCCO in Q3 2024 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Howard Financial Services held 1,587 shares of Southern Copper worth $277K as of Q2 2026.
  • Howard Financial Services bought 57 Southern Copper shares in Q2 2026, an estimated $10.4K.
  • Southern Copper made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #200 holding.
  • Howard Financial Services first reported a position in Southern Copper in Q3 2024 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.